# Pier Capital, LLC: Form 13F holdings

An institutional investment manager in STAMFORD, CT. SEC CIK 1310051.

- Quarter ended: 2026-06-30
- Filed: 2026-08-05
- Reported value: $754.6m
- Positions: 129 (129 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1310051/000131005126000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Hexcel Corp (HXL)](/companies/hxl.md) | COM | $15.9m | 2.1% | 158,734 |  | Reduced −643 |
| [Allegro Microsystems Inc (ALGM)](/companies/algm.md) | COM | $15.9m | 2.1% | 227,777 |  | Added +1,211 |
| [Onto Innovation Inc (ONTO)](/companies/onto.md) | COM | $14.5m | 1.9% | 38,281 |  | Reduced −778 |
| [Semtech Corp (SMTC)](/companies/smtc.md) | COM | $14.2m | 1.9% | 88,041 |  | Reduced −34,921 |
| [CECO Environmental Corp (CECO)](/companies/ceco.md) | COM | $13.8m | 1.8% | 152,071 |  | Added +1,826 |
| [Applied Industrial Technologies Inc (AIT)](/companies/ait.md) | COM | $13.4m | 1.8% | 39,709 |  | Added +202 |
| [Herc Holdings Inc (HRI)](/companies/hri.md) | COM | $12.9m | 1.7% | 90,200 |  | Added +22,307 |
| [Fulton Financial Corp (FULT)](/companies/fult.md) | COM | $12.8m | 1.7% | 530,772 |  | Reduced −2,872 |
| [Alignment Healthcare Inc (ALHC)](/companies/alhc.md) | COM | $12.6m | 1.7% | 527,462 |  | Reduced −9,588 |
| [Mirion Technologies Inc (MIR)](/companies/mir.md) | COM | $12.5m | 1.7% | 696,047 |  | Reduced −7,764 |
| JFrog Ltd | COM | $12.0m | 1.6% | 131,860 |  | New +131,860 |
| [Commvault Systems Inc (CVLT)](/companies/cvlt.md) | COM | $11.8m | 1.6% | 82,928 |  | Reduced −8,174 |
| [Valmont Industries Inc (VMI)](/companies/vmi.md) | COM | $11.7m | 1.5% | 20,239 |  | Added +1,544 |
| Establishment Labs Holdings Inc | COM | $11.5m | 1.5% | 133,810 |  | Added +243 |
| [AZZ Inc (AZZ)](/companies/azz.md) | COM | $10.9m | 1.4% | 70,074 |  | Added +358 |
| [AngioDynamics Inc (ANGO)](/companies/ango.md) | COM | $10.5m | 1.4% | 806,678 |  | Added +9,982 |
| [Sensient Technologies Corp (SXT)](/companies/sxt.md) | COM | $10.3m | 1.4% | 83,885 |  | Added +9,576 |
| [ESCO Technologies Inc (ESE)](/companies/ese.md) | COM | $10.1m | 1.3% | 28,971 |  | Reduced −498 |
| [Repligen Corp (RGEN)](/companies/rgen.md) | COM | $10.1m | 1.3% | 74,238 |  | Added +21,119 |
| [Advanced Drainage Systems Inc (WMS)](/companies/wms.md) | COM | $10.1m | 1.3% | 64,151 |  | Added +291 |
| [Glacier Bancorp Inc (GBCI)](/companies/gbci.md) | COM | $10.0m | 1.3% | 193,834 |  | Added +1,168 |
| Birkenstock Holding plc | COM | $9.6m | 1.3% | 224,017 |  | Added +3,776 |
| [IMAX Corp (IMAX)](/companies/imax.md) | COM | $9.5m | 1.3% | 237,857 |  | Reduced −2,041 |
| [Kodiak Gas Services Inc (KGS)](/companies/kgs.md) | COM | $9.5m | 1.3% | 126,138 |  | Reduced −2,056 |
| [Shoals Technologies Group Inc (SHLS)](/companies/shls.md) | COM | $9.4m | 1.2% | 948,433 |  | Reduced −316 |
| [Powell Industries Inc (POWL)](/companies/powl.md) | COM | $9.2m | 1.2% | 32,059 |  | Added +18,701 |
| [The Vita Coco Company Inc (COCO)](/companies/coco.md) | COM | $9.0m | 1.2% | 135,730 |  | Added +89 |
| [Bandwidth Inc (BAND)](/companies/band.md) | COM | $8.9m | 1.2% | 140,366 |  | New +140,366 |
| [Centrus Energy Corp (LEU)](/companies/leu.md) | COM | $8.8m | 1.2% | 52,642 |  | Added +28,915 |
| [nLight Inc (LASR)](/companies/lasr.md) | COM | $8.8m | 1.2% | 126,826 |  | Reduced −2,352 |
| OneSpaWorld Holdings Ltd | COM | $8.8m | 1.2% | 312,111 |  | Reduced −92,987 |
| [Generac Holdings Inc (GNRC)](/companies/gnrc.md) | COM | $8.7m | 1.2% | 29,765 |  | New +29,765 |
| Alpha Tau Medical Ltd | COM | $8.7m | 1.2% | 691,939 |  | New +691,939 |
| [Cavco Industries Inc (CVCO)](/companies/cvco.md) | COM | $8.6m | 1.1% | 14,075 |  | Added +236 |
| [Seacoast Banking Corp of Florida (SBCF)](/companies/sbcf.md) | COM | $8.5m | 1.1% | 255,067 |  | Added +2,187 |
| [Lindblad Expeditions Holdings Inc (LIND)](/companies/lind.md) | COM | $8.5m | 1.1% | 299,547 |  | Added +107,537 |
| [Boot Barn Holdings Inc (BOOT)](/companies/boot.md) | COM | $8.5m | 1.1% | 51,483 |  | Added +15,265 |
| [Century Communities Inc (CCS)](/companies/ccs.md) | COM | $8.3m | 1.1% | 116,506 |  | Added +26,939 |
| [GitLab Inc (GTLB)](/companies/gtlb.md) | COM | $8.3m | 1.1% | 272,200 |  | New +272,200 |
| [Modine Manufacturing Co (MOD)](/companies/mod.md) | COM | $8.1m | 1.1% | 30,368 |  | Added +82 |
| [Saia Inc (SAIA)](/companies/saia.md) | COM | $8.0m | 1.1% | 19,098 |  | Reduced −9,666 |
| [ArcBest Corp (ARCB)](/companies/arcb.md) | COM | $8.0m | 1.1% | 55,550 |  | Reduced −24,169 |
| [Champion Homes Inc (SKY)](/companies/sky.md) | COM | $7.7m | 1.0% | 87,461 |  | Added +1,163 |
| [MP Materials Corp (MP)](/companies/mp.md) | COM | $7.7m | 1.0% | 136,766 |  | Added +61,335 |
| [Lattice Semiconductor Corp (LSCC)](/companies/lscc.md) | COM | $7.6m | 1.0% | 49,612 |  | Reduced −40,071 |
| [RadNet Inc (RDNT)](/companies/rdnt.md) | COM | $7.6m | 1.0% | 123,018 |  | Added +4,129 |
| [Belden Inc (BDC)](/companies/bdc.md) | COM | $7.6m | 1.0% | 63,106 |  | Added +192 |
| [SiTime Corp (SITM)](/companies/sitm.md) | COM | $7.5m | 1.0% | 10,026 |  | Reduced −7,869 |
| [MSA Safety Inc (MSA)](/companies/msa.md) | COM | $7.4m | 1.0% | 42,298 |  | Added +228 |
| [Cogent Biosciences Inc (COGT)](/companies/cogt.md) | COM | $7.3m | 1.0% | 188,951 |  | Added +87,647 |
| [HA Sustainable Infrastructure Capital Inc (HASI)](/companies/hasi.md) | COM | $7.3m | 1.0% | 185,860 |  | Added +66,204 |
| [Fastly Inc (FSLY)](/companies/fsly.md) | COM | $7.2m | 1.0% | 394,654 |  | New +394,654 |
| Global-e Online Ltd | COM | $7.0m | 0.9% | 200,364 |  | Added +3,382 |
| [Cognex Corp (CGNX)](/companies/cgnx.md) | COM | $6.9m | 0.9% | 94,683 |  | Reduced −68,283 |
| [Moelis & Co (MC)](/companies/mc.md) | COM | $6.8m | 0.9% | 104,681 |  | Reduced −34,141 |
| [Viavi Solutions Inc (VIAV)](/companies/viav.md) | COM | $6.8m | 0.9% | 142,306 |  | Reduced −56,832 |
| [Advanced Energy Industries Inc (AEIS)](/companies/aeis.md) | COM | $6.8m | 0.9% | 18,128 |  | Reduced −431 |
| [Mercury Systems Inc (MRCY)](/companies/mrcy.md) | COM | $6.7m | 0.9% | 55,104 |  | Reduced −902 |
| [Cohu Inc (COHU)](/companies/cohu.md) | COM | $6.5m | 0.9% | 87,460 |  | Reduced −25,414 |
| [Forgent Power Solutions Inc (FPS)](/companies/fps.md) | COM | $6.1m | 0.8% | 109,208 |  | New +109,208 |
| [Navan Inc (NAVN)](/companies/navn.md) | COM | $6.1m | 0.8% | 264,663 |  | New +264,663 |
| [Cytokinetics Inc (CYTK)](/companies/cytk.md) | COM | $6.0m | 0.8% | 70,665 |  | Added +1,082 |
| [Omnicell Inc (OMCL)](/companies/omcl.md) | COM | $6.0m | 0.8% | 144,226 |  | Added +1,140 |
| [National Vision Holdings Inc (EYE)](/companies/eye.md) | COM | $5.9m | 0.8% | 310,446 |  | Added +2,804 |
| [Aehr Test Systems (AEHR)](/companies/aehr.md) | COM | $5.8m | 0.8% | 60,394 |  | Reduced −66,597 |
| [FormFactor Inc (FORM)](/companies/form.md) | COM | $5.7m | 0.8% | 35,925 |  | Reduced −15,136 |
| [BWX Technologies Inc (BWXT)](/companies/bwxt.md) | COM | $5.7m | 0.8% | 29,230 |  | Reduced −446 |
| [ATI Inc (ATI)](/companies/ati.md) | COM | $5.6m | 0.7% | 28,199 |  | Reduced −522 |
| [Flowserve Corp (FLS)](/companies/fls.md) | COM | $5.5m | 0.7% | 74,665 |  | Reduced −48,567 |
| [Compass Inc (COMP)](/companies/comp.md) | COM | $5.4m | 0.7% | 440,110 |  | Added +61,597 |
| [Surgery Partners Inc (SGRY)](/companies/sgry.md) | COM | $5.4m | 0.7% | 322,265 |  | Added +19 |
| Camtek Ltd | COM | $5.2m | 0.7% | 31,954 |  | Reduced −13,330 |
| [BlackBerry Limited (BB)](/companies/bb.md) | COM | $5.1m | 0.7% | 402,974 |  | New +402,974 |
| [Guardant Health Inc (GH)](/companies/gh.md) | COM | $5.0m | 0.7% | 33,051 |  | Reduced −279 |
| [IPG Photonics Corp (IPGP)](/companies/ipgp.md) | COM | $4.9m | 0.6% | 41,609 |  | Added +689 |
| [HealthEquity Inc (HQY)](/companies/hqy.md) | COM | $4.8m | 0.6% | 53,230 |  | New +53,230 |
| [elf Beauty Inc (ELF)](/companies/elf.md) | COM | $4.7m | 0.6% | 63,703 |  | Added +18,639 |
| [Fluence Energy Inc (FLNC)](/companies/flnc.md) | COM | $4.6m | 0.6% | 233,703 |  | Reduced −198,248 |
| [Ollies Bargain Outlet Holdings Inc (OLLI)](/companies/olli.md) | COM | $4.6m | 0.6% | 60,206 |  | Added +346 |
| [Houlihan Lokey Inc (HLI)](/companies/hli.md) | COM | $4.6m | 0.6% | 34,014 |  | Reduced −22,131 |
| [Installed Building Products Inc (IBP)](/companies/ibp.md) | COM | $4.4m | 0.6% | 19,214 |  | Added +6,945 |
| [Planet Labs PBC (PL)](/companies/pl.md) | COM | $4.4m | 0.6% | 132,432 |  | Added +26,169 |
| [Aevex Corp (AVEX)](/companies/avex.md) | COM | $4.3m | 0.6% | 207,402 |  | New +207,402 |
| [SI-BONE Inc (SIBN)](/companies/sibn.md) | COM | $4.3m | 0.6% | 263,781 |  | Reduced −213,024 |
| [Definium Therapeutics Inc (DFTX)](/companies/dftx.md) | COM | $4.2m | 0.6% | 88,598 |  | New +88,598 |
| [Pegasystems Inc (PEGA)](/companies/pega.md) | COM | $4.1m | 0.5% | 137,080 |  | New +137,080 |
| [Privia Health Group Inc (PRVA)](/companies/prva.md) | COM | $4.1m | 0.5% | 159,123 |  | Added +482 |
| [ClearPoint Neuro Inc (CLPT)](/companies/clpt.md) | COM | $4.0m | 0.5% | 222,761 |  | New +222,761 |
| [Wolfspeed Inc (WOLF)](/companies/wolf.md) | COM | $3.9m | 0.5% | 81,315 |  | New +81,315 |
| [Carlsmed Inc (CARL)](/companies/carl.md) | COM | $3.9m | 0.5% | 373,677 |  | New +373,677 |
| [Infleqtion Inc (INFQ)](/companies/infq.md) | COM | $3.7m | 0.5% | 278,389 |  | New +278,389 |
| [Seaport Therapeutics Inc (SPTX)](/companies/sptx.md) | COM | $3.7m | 0.5% | 169,985 |  | New +169,985 |
| [Kura Sushi USA Inc (KRUS)](/companies/krus.md) | COM | $3.6m | 0.5% | 63,394 |  | New +63,394 |
| [Vertex Inc (VERX)](/companies/verx.md) | COM | $3.6m | 0.5% | 316,071 |  | Added +3,844 |
| [Carpenter Technology Corp (CRS)](/companies/crs.md) | COM | $3.6m | 0.5% | 5,789 |  | Added +1,371 |
| [Olema Pharmaceuticals Inc (OLMA)](/companies/olma.md) | COM | $2.8m | 0.4% | 220,699 |  | Added +84,591 |
| [Capricor Therapeutics Inc (CAPR)](/companies/capr.md) | COM | $2.7m | 0.4% | 111,908 |  | Added +67,507 |
| [Kymera Therapeutics Inc (KYMR)](/companies/kymr.md) | COM | $1.9m | 0.3% | 16,948 |  | New +16,948 |
| [Vicor Corporation (VICR)](/companies/vicr.md) | COM | $1.7m | 0.2% | 4,428 |  | New +4,428 |
| [Nextpower Inc (NXT)](/companies/nxt.md) | COM | $1.7m | 0.2% | 13,912 |  | New +13,912 |
| nVent Electric PLC | COM | $1.1m | 0.1% | 6,545 |  | Reduced −619 |
| [Dynatrace Inc (DT)](/companies/dt.md) | COM | $904.9k | 0.1% | 20,608 |  | Reduced −2,408 |
| [Texas Roadhouse Inc (TXRH)](/companies/txrh.md) | COM | $894.8k | 0.1% | 4,631 |  | Added +4,608 |
| [Teledyne Technologies Inc (TDY)](/companies/tdy.md) | COM | $888.3k | 0.1% | 1,332 |  | Reduced −156 |
| [QXO Inc (QXO)](/companies/qxo.md) | COM | $846.6k | 0.1% | 48,994 |  | New +48,994 |
| [Dexcom Inc (DXCM)](/companies/dxcm.md) | COM | $827.6k | 0.1% | 12,288 |  | Added +6,320 |
| [Huntington Ingalls Industries (HII)](/companies/hii.md) | COM | $801.6k | 0.1% | 2,864 |  | Reduced −116 |
| [Everpure Inc (P)](/companies/p.md) | COM | $778.2k | 0.1% | 9,877 |  | New +9,877 |
| [Atlassian Corp (TEAM)](/companies/team.md) | COM | $733.5k | <0.1% | 9,429 |  | New +9,429 |
| Fabrinet | COM | $9.6k | <0.1% | 17 |  | Reduced −13,408 |
| TechnipFMC plc | COM | $7.2k | <0.1% | 108 |  | Unchanged |
| [Monolithic Power Systems Inc (MPWR)](/companies/mpwr.md) | COM | $6.9k | <0.1% | 5 |  | Reduced −445 |
| [Datadog Inc (DDOG)](/companies/ddog.md) | COM | $6.8k | <0.1% | 26 |  | Unchanged |
| [MSCI Inc (MSCI)](/companies/msci.md) | COM | $5.0k | <0.1% | 9 |  | Unchanged |
| [Entegris Inc (ENTG)](/companies/entg.md) | COM | $5.0k | <0.1% | 28 |  | Unchanged |
| [IDEX Corp (IEX)](/companies/iex.md) | COM | $5.0k | <0.1% | 22 |  | Added +7 |
| Viking Holdings Ltd | COM | $4.2k | <0.1% | 40 |  | Unchanged |
| [MongoDB Inc (MDB)](/companies/mdb.md) | COM | $4.0k | <0.1% | 12 |  | New +12 |
| [Tradeweb Markets Inc (TW)](/companies/tw.md) | COM | $3.4k | <0.1% | 34 |  | Reduced −8,122 |
| [Veeva Systems Inc (VEEV)](/companies/veev.md) | COM | $3.2k | <0.1% | 18 |  | New +18 |
| [Evercore Inc (EVR)](/companies/evr.md) | COM | $3.1k | <0.1% | 9 |  | Reduced −2,484 |
| [Five Below Inc (FIVE)](/companies/five.md) | COM | $3.1k | <0.1% | 17 |  | Unchanged |
| TopBuild Corp | COM | $2.8k | <0.1% | 8 |  | Unchanged |
| [Axon Enterprise Inc (AXON)](/companies/axon.md) | COM | $2.8k | <0.1% | 5 |  | Unchanged |
| [NRG Energy Inc (NRG)](/companies/nrg.md) | COM | $2.8k | <0.1% | 19 |  | Unchanged |
| [Westinghouse Air Brake Technol (WAB)](/companies/wab.md) | COM | $2.7k | <0.1% | 10 |  | New +10 |
| [Ulta Beauty Inc (ULTA)](/companies/ulta.md) | COM | $2.3k | <0.1% | 5 |  | Unchanged |
| [IDEXX Laboratories Inc (IDXX)](/companies/idxx.md) | COM | $2.1k | <0.1% | 4 |  | Unchanged |
| [Cheniere Energy Inc (LNG)](/companies/lng.md) | COM | $1.9k | <0.1% | 8 |  | Reduced −1,413 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Addus HomeCare Corp (ADUS)](/companies/adus.md) | COM | $0 | 0.0% | 0 |  | Sold out −56,764 |
| [Alphatec Holdings Inc (ATEC)](/companies/atec.md) | COM | $0 | 0.0% | 0 |  | Sold out −223,159 |
| [Canada Goose Holdings Inc (GOOS)](/companies/goos.md) | COM | $0 | 0.0% | 0 |  | Sold out −291,074 |
| [Comfort Systems USA Inc (FIX)](/companies/fix.md) | COM | $0 | 0.0% | 0 |  | Sold out −938 |
| [DigitalOcean Holdings Inc (DOCN)](/companies/docn.md) | COM | $0 | 0.0% | 0 |  | Sold out −122,466 |
| [Glaukos Corp (GKOS)](/companies/gkos.md) | COM | $0 | 0.0% | 0 |  | Sold out −29,261 |
| Globant SA | COM | $0 | 0.0% | 0 |  | Sold out −60,430 |
| [Interparfums Inc (IPAR)](/companies/ipar.md) | COM | $0 | 0.0% | 0 |  | Sold out −85,991 |
| [Perella Weinberg Partners (PWP)](/companies/pwp.md) | COM | $0 | 0.0% | 0 |  | Sold out −260,184 |
| [Procore Technologies Inc (PCOR)](/companies/pcor.md) | COM | $0 | 0.0% | 0 |  | Sold out −69,671 |
| [Quanterix Corp (QTRX)](/companies/qtrx.md) | COM | $0 | 0.0% | 0 |  | Sold out −492,368 |
| Roivant Sciences Ltd | COM | $0 | 0.0% | 0 |  | Sold out −227,093 |
| [Shake Shack Inc (SHAK)](/companies/shak.md) | COM | $0 | 0.0% | 0 |  | Sold out −35,573 |
| [Shift4 Payments Inc (FOUR)](/companies/four.md) | COM | $0 | 0.0% | 0 |  | Sold out −131 |
| [SiteOne Landscape Supply Inc (SITE)](/companies/site.md) | COM | $0 | 0.0% | 0 |  | Sold out −58,412 |
| [Sterling Infrastructure Inc (STRL)](/companies/strl.md) | COM | $0 | 0.0% | 0 |  | Sold out −11,954 |
| [Structure Therapeutics Inc (GPCR)](/companies/gpcr.md) | COM | $0 | 0.0% | 0 |  | Sold out −47,551 |
| Tower Semiconductor Ltd | COM | $0 | 0.0% | 0 |  | Sold out −29,096 |
| [Universal Technical Institute Inc (UTI)](/companies/uti.md) | COM | $0 | 0.0% | 0 |  | Sold out −210,443 |
| [West Pharmaceutical Services Inc (WST)](/companies/wst.md) | COM | $0 | 0.0% | 0 |  | Sold out −18 |
| Wix com Ltd | COM | $0 | 0.0% | 0 |  | Sold out −58,930 |

Source: SEC EDGAR, Form 13F-HR, accession 0001310051-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.
